7125 East Shea Boulevard
We are associated with 15 locally owned and operated H&R Block offices to ensure your financial plan and investment strategies are tax efficient and take advantage of all available benefits. In conjunction with tax returns prepared by those offices, we provide a complimentary consultation with DKS Financial Strategies to help clients plan ahead to achieve their financial goals.
Avantax Wealth ManagementSM is our Broker and Registered Investment Advisory firm. Since 1983, Avantax has provided financial professionals with tools, processes, and platforms to combine tax-focused decisions and wealth management strategies that optimize a client’s financial success. Securities are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services are offered through Avantax Advisory ServicesSM. Insurance services are offered through an Avantax-affiliated insurance agency.
This collaborative network of industry peers helps ensure we deliver best-in-class communications, marketing, and client experience. We learn from other accomplished financial advisors – tapping into their knowledge, experience, and lessons learned to ensure DKS Financial Strategies clients have efficient and engaging interactions with our firm.